Workflows and the Expectation Gap
We know that for each step of services we deliver, it’s important to get the delivery point right. We developed these workflows so you can see exactly what we do in the background and the areas you will need to do if you decide to outsource your business function to us.
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Heat map
For transparency we are sharing our busy times. You may experience some delays during our busier months.
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Onboarding a new client
We thought it might be useful to share the Onboarding Process with you so you know the steps we follow when you first join us as an awesome client.
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End of year accounts
This shows the steps involved with processing your End of Year Accounts. It's sometimes useful to be able to see what goes on in the background.
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Management accounts & Virtual FD
This shows the steps involved when you have Management Accounts.
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Bookkeeping & VAT
This shows the steps involved with bookkeeping and VAT. It's sometimes useful to be able to see what goes on in the background.
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Payroll
Here is our payroll process. Not all will be applicable to you so just choose the few that are relevant from the list below. It's sometimes useful to be able to see what goes on in the background.
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Confirmation statement
This shows the steps involved with completing a CS01. Here, we have a legal requirement to keep your records up to date. This is also public data.
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Personal tax returns
This shows the steps involved with completing your personal tax return. Here is where we declare all of your income for the tax year to the 5th April.
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Company set up
This shows the steps involved with setting up a new company. If you are new to having a limited company, we can get this all set up for you.